What users are saying about
4 Ratings
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Score 7.1 out of 100
11 Ratings
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Score 8.6 out of 100

Likelihood to Recommend

Deltek WorkBook

My recommendation very much depends on who the colleague is. I would recommend WorkBook if it is an accountant, project manager or someone similar, and if the setup is done within WorkBook and passwords, etc. are being used within WorkBook only. I would tell IT Managers to avoid the application and think twice in terms of access management etc.
Christopher Fritz | TrustRadius Reviewer

Square Customer Engagement

[Square is well suited for] Any small business / independent contractor with little to medium business flow where a monthly fee just doesn't make sense. If you are performing large transactions or have a lot of business / a lot of people using square readers then an actual flat rate from a bank / provider would likely be a better option.
Kyle Farago | TrustRadius Reviewer

Feature Rating Comparison

Project Management

Deltek WorkBook
7.8
Square Customer Engagement
Task Management
Deltek WorkBook
8.1
Square Customer Engagement
Resource Management
Deltek WorkBook
9.0
Square Customer Engagement
Gantt Charts
Deltek WorkBook
9.0
Square Customer Engagement
Scheduling
Deltek WorkBook
9.0
Square Customer Engagement
Workflow Automation
Deltek WorkBook
6.1
Square Customer Engagement
Team Collaboration
Deltek WorkBook
6.1
Square Customer Engagement
Support for Agile Methodology
Deltek WorkBook
10.0
Square Customer Engagement
Support for Waterfall Methodology
Deltek WorkBook
10.0
Square Customer Engagement
Document Management
Deltek WorkBook
6.1
Square Customer Engagement
Email integration
Deltek WorkBook
6.1
Square Customer Engagement
Mobile Access
Deltek WorkBook
4.1
Square Customer Engagement
Timesheet Tracking
Deltek WorkBook
7.1
Square Customer Engagement
Change request and Case Management
Deltek WorkBook
10.0
Square Customer Engagement
Budget and Expense Management
Deltek WorkBook
8.0
Square Customer Engagement

Professional Services Automation

Deltek WorkBook
6.1
Square Customer Engagement
Quotes/estimates
Deltek WorkBook
5.2
Square Customer Engagement
Invoicing
Deltek WorkBook
6.1
Square Customer Engagement
Project & financial reporting
Deltek WorkBook
6.1
Square Customer Engagement
Integration with accounting software
Deltek WorkBook
7.1
Square Customer Engagement

Sales Force Automation

Deltek WorkBook
Square Customer Engagement
8.0
Customer data management / contact management
Deltek WorkBook
Square Customer Engagement
8.0
Workflow management
Deltek WorkBook
Square Customer Engagement
8.0
Territory management
Deltek WorkBook
Square Customer Engagement
8.0
Opportunity management
Deltek WorkBook
Square Customer Engagement
8.0
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
Square Customer Engagement
8.0
Contract management
Deltek WorkBook
Square Customer Engagement
8.0
Quote & order management
Deltek WorkBook
Square Customer Engagement
8.0
Interaction tracking
Deltek WorkBook
Square Customer Engagement
8.0
Channel / partner relationship management
Deltek WorkBook
Square Customer Engagement
8.0

CRM Project Management

Deltek WorkBook
Square Customer Engagement
8.0
Task management
Deltek WorkBook
Square Customer Engagement
8.0
Billing and invoicing management
Deltek WorkBook
Square Customer Engagement
8.0
Reporting
Deltek WorkBook
Square Customer Engagement
8.0

CRM Reporting & Analytics

Deltek WorkBook
Square Customer Engagement
8.0
Forecasting
Deltek WorkBook
Square Customer Engagement
8.0
Pipeline visualization
Deltek WorkBook
Square Customer Engagement
8.0
Customizable reports
Deltek WorkBook
Square Customer Engagement
8.0

Platform

Deltek WorkBook
Square Customer Engagement
8.0
Mobile access
Deltek WorkBook
Square Customer Engagement
8.0

Security

Deltek WorkBook
Square Customer Engagement
8.0
Role-based user permissions
Deltek WorkBook
Square Customer Engagement
8.0

Pros

Deltek WorkBook

  • Workbook handles all processes in a consultancy company
  • Workflow options on all thinkable processes
  • Support global growth and intercompany management
  • Strong planning tool
  • Able to manage multiple clients to one project
  • Advanced template set-up
  • The communication module, so all relevant information is available on the projects
  • Flexible planning and project management
Frants E. Moraitis | TrustRadius Reviewer

Square Customer Engagement

  • No monthly fees
  • Reasonable per transaction fee
  • Good priced equipment/addons
  • Chip and NFC readers available
Kyle Farago | TrustRadius Reviewer

Cons

Deltek WorkBook

  • The integrations on IT level are not great and should be improved.
  • Change of IP's that's used for logins are being changed without reporting it to super users.
Christopher Fritz | TrustRadius Reviewer

Square Customer Engagement

  • Some of the build quality on the peripherals could feel a bit better.
  • Have more options for businesses with more credit card transactions such as monthly or discounted per transaction once a certain number is reached.
  • Have functionality to allow for a typed card number without the higher fee if the software verifies there is a hardware/read error with the card.
Kyle Farago | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

Timelog, e-conomic project module and podio
Frants E. Moraitis | TrustRadius Reviewer

Square Customer Engagement

The only other service similar to Square I have any interaction with is PayPal here, it works in a very similar manner, and at the time had the same exact fee schedule. It has the added perk of going directly into your PayPal account if this is a service you use a lot of for your business. It (at the time) did not have any additional readers or peripherals such as NFC or Chip readers, but that may have changed now. Over all I'd say they are pretty close to each other performance wise, but Square has a bigger user base for the card reader specifically.
Kyle Farago | TrustRadius Reviewer

Return on Investment

Deltek WorkBook

  • WorkBook is one of the cheaper solutions on the market, which, in the long term, gives a great ROI.
  • We have spent a lot of time on support which is a negative impact.
Christopher Fritz | TrustRadius Reviewer

Square Customer Engagement

  • This has allowed me to accept credit / debit transactions without having to have a monthly subscription to a service and lose money on times of no to little use, allowing me to have a broader customer range as checks are risky.
  • All of my initial equipment was free and there were no startup costs so my return was immediate.
  • The small fee taken out of the transaction is very much worth the ability to accept nearly all plastic transactions.
Kyle Farago | TrustRadius Reviewer

Screenshots

Square Customer Engagement

Pricing Details

Deltek WorkBook

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Required
$19*

* per month

Square Customer Engagement

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
Square Customer Engagement
9.0

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